2011-02-15T15:25:52-06:00 2010-09-30 ELLIOTT DAVIS LLCPLLC P O BOX 429 GREENWOOD SC 296480429 990 2009-10-01 570524661 WESLEY COMMONS WESL 8642277250 1110 MARSHALL ROAD GREENWOOD SC 29646 DAVID BUCKSHORN 8642277250 2011-02-15 1 CHARLES W SCHULZE CPA 8642294951 2009 2016-02-24 21:20:13Z DAVID BUCKSHORN 1110 MARSHALL ROAD GREENWOOD SC 29646 20650294 0 X WWW.WESLEYCOMMONS.ORG X 1969 SC ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 21 19 386 169 0 0 274349 699811 16365266 16199353 -309512 425816 0 16330103 17324980 0 0 6994608 7220323 0 31383 8979939 9615743 15974547 16836066 355556 488914 55149327 54618418 53231663 51989515 1917664 2628903 ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 0 0 5176250 5950230 INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 100 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. 5855312 7434925 SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. 1780937 2186903 ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CARE FREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR NEW WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, POOL (WITH MEN AND WOMEN'S LOCKER ROOMS), AND MASSAGE THERAPY.JASMINE COTTAGE IS SOMETHING THAT YOU MUST "SEE TO BELIEVE". IT IS A 12-BED CONTROLLED ACCESS FACILITY DESIGNED FOR THE PERSON THAT HAS ALZHEIMER'S DISEASE OR OTHER DEMENTIA RELATED ILLNESSES. OUR STAFF HAS BEEN GIVEN EXCEPTIONAL TRAINING TO DEAL WITH THE VERY SPECIAL CARE THAT THE ALZHEIMER'S RESIDENT REQUIRES. SPECIALIZED PROGRAMMING OFFERS MANY ACTIVITIES THAT PROVIDE RESIDENTS THE OPPORTUNITY TO EXPERIENCE AN ENHANCED QUALITY OF LIFE. OUR FAMILY STYLE DINING, "LIFE SKILLS" AREAS, AND SNOEZELEN ROOM ADD TO THE HOMELIKE ENVIRONMENT AND WELL BEING OF THE RESIDENT. THE SNOEZELEN ROOM (DUTCH FOR "SNIFFING" AND "DOZING") IS AN ENJOYABLE AND RELAXING ENVIRONMENT THAT STIMULATES ALL FIVE SENSES, WHILE OUR "LIFE SKILLS" AREAS ARE DESIGNED TO ENCOURAGE RESIDENTS TO REMEMBER A LIFE THAT IS BOTH COMFORTABLE AND FAMILIAR. 12812499 1 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 35 0 1 386 1 0 0 0 0 0 0 0 21 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X JERRY MORTON CFO 8642277250 1110 MARSHALL ROAD greenwood SC 29646 MR L B ADAMS JR 0.10 X 0 0 0 DR L JULIA BALL 0.10 X 0 0 0 REV PETER BERNTSON 1.00 X 0 0 0 REV DOUGLAS A BOWLING 0.20 X 0 0 0 REV WILLIAM DONALD BRITT 0.20 X 0 0 0 MR JOE CHANDLER 0.20 X 0 0 0 REV JAMES D DENNIS JR 0.20 X 0 0 0 REV PAUL D FREY 0.50 X 0 0 0 MRS ANNE DRAKE 0.10 X 0 0 0 REV FRAN M ELROD 0.20 X 0 0 0 MRS ADELAIDE C JOHNSON 0.20 X 0 0 0 MR SIDNEY G JOHNSTON JR 0.50 X 0 0 0 MS WILLI J LAGROONE 0.20 X 0 0 0 REV JOHN T MILLER 1.30 X 0 0 0 REV JAMES F PATTERSON 0.20 X 0 0 0 MR E KEITH SNEAD III 0.50 X 0 0 0 MR KRISTOFER K STRASSER 0.20 X 0 0 0 MR SAMUEL H TOLBERT 0.20 X 0 0 0 REV PAUL W HARMON 0.20 X 0 0 0 REV A MICKEY FISHER 0.20 X 0 0 0 ANNETTE HUSKEY 0.20 X 0 0 0 DAVID BUCKSHORN 55.00 X 230818 0 12136 JERRY MORTON 45.00 X 132758 0 0 KIMBERLY HOLMES 55.00 X 114050 0 263 477626 0 12399 3 0 1 0 SYSCO FOOD SERVICE 1390 enclave parkway HOUSTON TX 77077 FOOD SERVICE 938754 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES SUPPLIER 631522 PHARMACY CONSULTANTS - OMNICARE PO BOX 715268 COLUMBUS OH 43271 PHARMACY - DRUG SUPPLIER 280244 GUIDE ONE INSURANCE PO BOX 14599 DES MOINES IA 503063599 GENERAL & PROFESSIONAL LIABILITY INSURER 189929 WOODLAWN HOME SERVICES INC PO BOX 961 GREENWOOD SC 29648 CONSTRUCTION 180431 5 699811 18128 699811 HEALTHCARE SERVICES 623000 9412901 9412901 MONTHLY SERVICE FEES 623990 5327052 5327052 EARNED ENTRANCE FEES 623990 1109116 1109116 OTHER REVENUE 623990 266067 266067 FOOD SERVICE INCOME 623990 84217 84217 16199353 478111 478111 3273019 3325314 -52295 -52295 -52295 17324980 16199353 0 425816 446887 375385 67033 4469 6122041 4880645 1241396 145077 145077 43216 17222 25994 463102 380664 82438 100838 13648 87190 61679 34903 21096 5680 631730 623335 6258 2137 24313 7349 16604 360 58468 18466 38003 1999 1813822 1759396 53836 590 1646306 1290704 344078 11524 1467954 1467954 CONTRACT SERVICES - PRO 1141770 958961 182809 FOOD - PROGRAM 866114 866114 UTILITIES - PROGRAM 839662 833215 6447 OTHER - PROGRAM 388448 368279 18734 1435 MEDICINE 347469 347469 227170 36744 187237 3189 16836066 12812499 3992184 31383 5148 3474 2554281 876567 741454 789310 84389 86478 81249 86542 58626381 23171478 36553685 35454903 7061114 8989129 8068007 8332015 55149327 54618418 1081899 1153690 17208854 16427471 33895363 33334608 1045547 1073746 53231663 51989515 X 1160872 1831284 84758 125585 672034 672034 1917664 2628903 55149327 54618418 X 0 1 1 X 0 X 352610 1398516 363251 274349 699811 3088537 14030237 14901515 15917688 16365266 16199353 77414059 14382847 16300031 16280939 16639615 16899164 80502596 0 0 0 80502596 583690 847110 512714 278717 478111 2700342 583690 847110 512714 278717 478111 2700342 14966537 17147141 16793653 16918332 17377275 83202938 0.96750 0.96640 0.03250 0.03360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4573 142095 144594 2074 0 3692663 236638 89629 3839672 3753057 82292 142686 3692663 0.79200 0.17500 0.03300 0 0 299137 299137 50960950 17210606 33750344 3133809 2325261 808548 4232485 3635611 596874 35454903 CONSTRUCTION IN PROGRESS 169451 BOND ISSUE COSTS 220261 INTEREST IN ASSETS HELD BY OTHERS 3887416 ASSETS WHOSE USE IS LIMITED(BOND RESTRICTED) 4054887 8332015 ACCRUED INTEREST 879698 ADVANCE PAYMENT FROM RESIDENTS 25448 DEPOSITS 168600 1073746 17324980 16836066 488914 222325 222325 711239 17547305 222325 222325 17324980 0 17324980 16836066 0 16836066 0 16836066 Part IV, Line 1b: WESLEY COMMONS RECEIVES SOCIAL SECURITY PAYMENTS FOR RESIDENTS IN THE NURSING FACILITY. FUNDS ARE DISBURSED AS NEEDED TO COVER THE COST OF CARE FOR THESE RESIDENTS. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DAVID BUCKSHORN 184562 0 30000 0 16256 0 11569 0 567 0 242954 0 0 0 SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 576000286 837033JT7 2006-10-01 35265000 ADVANCE REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2000 AND 2004 BONDS 0 0 SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 576000286 837033JE0 2004-09-01 4000000 TO PROVIDE FUNDS TO PAY A PORTION OF ISSUER'S SERIES 2000 BONDS 1 0 SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 576000286 837033HJ1 2000-04-01 38920000 WESLEY COMMONS FACILITY EXPANSION PROJECT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNETTE HUSKEY BOARD MEMBER 44610 MS. HUSKEY IS CFO FOR COUNTYBANK. WESLEY COMMONS CASH OPERATIONS AND INVESTMENTS ARE THROUGH COUNTYBANK AND COUNTYBANK TRUST SERVICES. 0 KEITH SNEAD BOARD MEMBER 9874 MR. SNEAD OWNS 100% INTEREST IN KEITH SNEAD BUILDERS INCORPORATED. WESLEY COMMONS PURCHASES SUPPLIES AND OTHER MISCELLANEOUS ITEMS THROUGH SNEAD BUILDERS. 0 Form 990, Part VI, Section B, line 11 As soon as the return is completed, the CFO and CEO will review the return. After their review assuming that there are no changes, a copy of the return will be e-mailed to each board of trustee member with a letter requesting that they review the return. The letter will instruct them that they are to respond only if they have a problem with the return and that if we do not hear from them that this will be considered that they have reviewed the return and affirm the return. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. Form 990, Part VI, Section B, line 15 Wesley Commons Board of Trustees engages an industry knowledgeable third party agency to conduct investigations and make recommendations as to the compensation on certain Key positions of Wesley Commons. The recommendations are then reviewed and used by the Wesley Commons Board in the determination for all compensation and related matters. This process is intended to assure Wesley Commons provides its talent competitive compensation as determined by the industry. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. Form 990, Part VII Contact Addresses for Officers, Directors, Etc MR. L. B. ADAMS, JR. - 704 CHINQUAPIN ROAD, GREENWOOD, SC 29646. DR. L. JULIA BALL - 15 OAKLAND HILLS, AIKEN, SC 29803. REV. PETER BERNTSON - 230 HOLLY CREST CIRCLE, SIMPSONVILLE, SC 29681. REV. DOUGLAS A. BOWLING - 203 HAMMETT GLEN WAY, GREER, SC 29650. REV. WILLIAM DONALD BRITT - 3140 GRACE HILL ROAD, COLUMBIA, SC 29204. MR. JOE CHANDLER - 302 COMPASS POINT, NINETY SIX, SC 29666. REV. JAMES D. DENNIS, JR. - 211 NORTH MAIN STREET, GREENWOOD, SC 29646. REV. PAUL D. FREY - 1809 NORTH MAIN STREET, ANDERSON, SC 29621. MRS. ANNE DRAKE - 557 E. CRESWELL AVENUE, GREENWOOD, SC 29646. REV. FRAN M. ELROD - 212 LEE STREET, HONEA PATH, SC 29654. MRS. ADELAIDE C. JOHNSON - 110 SHALLOWFORD ROAD, GREENVILLE, SC 29607. MR. SIDNEY G. JOHNSTON, JR. - 109 PARKWOOD ROAD, GREENWOOD, SC 29646. MS. WILLI J. LAGROONE - 106 SHURLINGTON LANE S., HODGES, SC 29653. REV. JOHN T. MILLER - 27 DAMERON CIRCLE, GREENVILLE, SC 29607. REV. JAMES F. PATTERSON - 12 NOTRE DAME DRIVE, GREENVILLE, SC 29617. MR. E. KEITH SNEAD, III - 607 WATFORD AVENUE, GREENWOOD, SC 29649. MR. KRISTOFER K. STRASSER - 1 PARKWAY SOUTH, GREENVILLE, SC 29615. MR. SAMUEL H. TOLBERT - 115 PARKWOOD ROAD, GREENWOOD, SC 29646. REV. PAUL W. HARMON - 427 SALUDA AVENUE, COLUMBIA, SC 29205. REV A MICKEY FISHER - POST OFFICE BOX 3129, GREENWOOD, SC 29648. ANNETTE HUSKEY - POST OFFICE BOX 3129, GREENWOOD, SC 29648. FORM 990, PART XI, LINE 2C: THE PROCESS OF OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. GREENWOOD HERITAGE FOUNDATION INC P O BOX 1247 GREENWOOD SC 29648 571028929 INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS SC 501(C)(3) 11D N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREENWOOD HERITAGE FOUNDATION C 77432